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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,580 | $150,447-83.0% | $136,298-81.2% | $147,586-82.7% |
| Participation rate | 95.8% | 84.4%+11.4pp | 81.9%+13.9pp | 82.8%+13.0pp |
| Annual return | 27.27% | 1049.15%-1021.9pp | 5156.27%-5129.0pp | 578.59%-551.3pp |
| Employer contribution / active EE | $5,339 | $5,256+1.6% | $4,696+13.7% | $4,876+9.5% |
| Participant deferral / active EE | $7,343 | $6,631+10.7% | $6,247+17.5% | $5,439+35.0% |
| Admin fee / account holder | $269 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |